BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.08M 1.13%
85,684
-5,967
27
$8.03M 1.12%
290,128
+164,617
28
$7.21M 1%
114,873
+5,161
29
$6.82M 0.95%
102,247
-162
30
$6.81M 0.95%
234,154
-4,000
31
$6.23M 0.87%
110,391
32
$5.98M 0.83%
78,165
33
$5.97M 0.83%
63,445
-1,230
34
$5.82M 0.81%
68,247
-3,921
35
$5.81M 0.81%
66,015
+6,020
36
$5.67M 0.79%
98,910
-4,753
37
$5.4M 0.75%
53,033
-1,365
38
$5.4M 0.75%
55,499
39
$5.32M 0.74%
44,883
-120
40
$5.29M 0.74%
54,793
+8,609
41
$5.08M 0.71%
128,494
-1,669
42
$5.08M 0.71%
107,681
-2,358
43
$5.06M 0.71%
93,062
-300
44
$4.99M 0.7%
62,892
-1,175
45
$4.68M 0.65%
113,910
+500
46
$4.66M 0.65%
47,259
-364
47
$4.63M 0.64%
82,649
-34,370
48
$4.62M 0.64%
104,289
+392
49
$4.57M 0.64%
107,093
-9,430
50
$4.52M 0.63%
126,859
-2,035
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